We are live on ! Find out more
EW icon

Edwards Lifesciences

1,158 hedge funds and large institutions have $47.9B invested in Edwards Lifesciences in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 409 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 78

85% more call options, than puts

Call options by funds: $235M | Put options by funds: $127M

16% more capital invested

Capital invested by funds: $41.1B → $47.9B (+$6.74B)

7% more funds holding

Funds holding: 1,0831,158 (+75)

5% more repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 391

0.2% less ownership

Funds ownership: 82.91%82.71% (-0.2%)

16% less funds holding in top 10

Funds holding in top 10: 1916 (-3)

Holders
1,158
Holders Change
+75
Holders Change %
+6.93%
% of All Funds
20.49%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.28%
New
165
Increased
409
Reduced
391
Closed
78
Calls
$235M
Puts
$127M
Net Calls
+$109M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFG
651
Heron Financial Group
New York
$844K -$31.1K -375 -4%
EP
652
Edgestream Partners
New Jersey
$840K -$212K -2,561 -22%
Acadian Asset Management
653
Acadian Asset Management
Massachusetts
$829K -$275K -3,318 -27%
SCA
654
Stonebridge Capital Advisors
Minnesota
$828K
MCM
655
Murphy Capital Management
New Jersey
$826K +$7.88K +95 +1%
NSEDCP
656
NJ State Employees Deferred Compensation Plan
New Jersey
$821K
VFM
657
Viking Fund Management
North Dakota
$821K
MSRPS
658
Maryland State Retirement & Pension System
Maryland
$820K +$829K +10,000 New
JIC
659
Johnson Investment Counsel
Ohio
$813K -$13.9K -167 -2%
ST
660
Sabal Trust
Florida
$811K +$10.9K +131 +1%
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$802K +$21.8K +263 +3%
HR
662
Howe & Rusling
New York
$801K
MWA
663
Meridian Wealth Advisors
Texas
$797K +$725K +8,739 New
GWA
664
GGM Wealth Advisors
Maryland
$797K +$742K +8,940 New
HIA
665
Harbor Investment Advisory
Maryland
$796K +$9.46K +114 +1%
IA
666
IndexIQ Advisors
New York
$789K +$337K +4,059 +88%
JDR
667
Jay D. Rosenbaum
$787K -$84.9K -1,024 -11%
SWM
668
SeaCrest Wealth Management
New York
$772K +$99.5K +1,200 +17%
HAG
669
HighPoint Advisor Group
Illinois
$769K +$58.3K +703 +9%
NL
670
NVWM LLC
Pennsylvania
$766K +$16.4K +198 +2%
GG
671
Gofen & Glossberg
Illinois
$763K -$48.6K -586 -7%
FTDI
672
First Trust Direct Indexing
Massachusetts
$762K +$693K +8,352 New
WSFS
673
Wilmington Savings Fund Society
Delaware
$761K -$3.32K -40 -0.5%
AO
674
Advisor OS
Illinois
$759K +$280K +3,373 +68%
PFS
675
Physicians Financial Services
North Carolina
$755K -$24.9K -300 -3%

EW Hedge Fund Activity: Q4 2020 in Review

1,158 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q4 2020, worth a combined $47.9B — up 16% from $41.1B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new EW positions and 78 closed out — a net gain of 87 holders — while 409 added to existing stakes and 391 trimmed.

The largest buyer was Harding Loevner, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $175M.

  • 1,158 institutional investors held Edwards Lifesciences (EW) as of Q4 2020, up from 1,083 in Q3 2020.
  • Funds reported $47.9B of Edwards Lifesciences stock for Q4 2020, up 16% quarter-over-quarter.
  • 165 funds opened new Edwards Lifesciences positions in Q4 2020 and 78 closed out, a net change of +87 holders.
  • The largest Edwards Lifesciences buyer in Q4 2020 was Harding Loevner, an estimated $199M added.
  • The largest Edwards Lifesciences seller in Q4 2020 was Fidelity Investments, an estimated $175M sold.

Based on aggregated 13F filings for Q4 2020.